Buffett’s Korean Basket Bet: Achieving Diversification and High Returns

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During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Huber discussed Buffett’s Korean Basket Bet: Achieving Diversification and High Returns. Here’s an excerpt from the episode: Tobias: There’s good comment here from Dimitrios. “This is why starter investors tend not to appreciate diversification and are under-diversified.” How … Read More

Warren Buffett: Hogs, Hedge Funds & Human Flaws: The Game Behind Your Money

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In his 2016 Berkshire Hathaway Annual Letter, Warren Buffett explains that many investment professionals exploit human psychology to earn high fees, regardless of actual performance. This harms institutions like pension funds and enriches advisors. He uses an anecdote about selling livestock to illustrate how skilled storytellers, not necessarily experts, can … Read More

David Einhorn: Uncovering Value Through Narratives & Misconceptions

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In this interview with Masters in Business, David Einhorn explains why his investing approach is based on narrative and potential, which can lead to undervalued discoveries. Key takeaways include: Start with a qualitative assessment: seeking undervalued companies by identifying misunderstood narratives Focus on differences of opinion, not quantitative ratios Look for companies with … Read More